Swan Global Investments, LLC

Business address
1099 Main Ave., Suite 206, Durango, CO, 81301
Top securities (13F)
SPY, IVV, XLK, PSMJ, PSMR, PSMD, PSMO, HEGD, PSCW, XLF, XLY, XLC, PSCJ, PSCQ, XLV, XLI, PSCX, PSFD, PSFJ, and XLP
State of incorporation
DE
Fiscal year end
31 December
Former names
Swan Wealth Advisors, Inc. (to 03 Nov 2014)
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Swan Global Investments, LLC has filed 56 SEC EDGAR filings since 14 Feb 2014

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 07 Nov 2025 30 Sep 2025 028-16047
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-16047
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-16047
13F-HR Open Document Open Filing 11 Feb 2025 31 Dec 2024 028-16047
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-16047
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-16047
13F-HR Open Document Open Filing 09 May 2024 31 Mar 2024 028-16047
13F-HR Open Document Open Filing 12 Feb 2024 31 Dec 2023 028-16047
SC 13G/A Open Document Open Filing RETIREMENT GUYS FORMULA LLC 31 Jan 2024 005-94139
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-16047
SC 13G/A Open Document Open Filing RETIREMENT GUYS FORMULA LLC 15 Aug 2023 005-94139
13F-HR/A Open Document Open Filing 15 Aug 2023 30 Jun 2023 028-16047
SC 13G/A Open Document Open Filing RETIREMENT GUYS FORMULA LLC 15 Aug 2023 005-94139
SC 13G/A Open Document Open Filing RETIREMENT GUYS FORMULA LLC 14 Aug 2023 005-94139
SC 13G Open Document Open Filing RETIREMENT GUYS FORMULA LLC 14 Aug 2023 005-94139
13F-HR/A Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-16047
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-16047
13F-HR Open Document Open Filing 08 May 2023 31 Mar 2023 028-16047
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-16047
13F-HR Open Document Open Filing 08 Nov 2022 30 Sep 2022 028-16047
13F-HR Open Document Open Filing 09 Aug 2022 30 Jun 2022 028-16047
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-16047
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-16047
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-16047
13F-HR Open Document Open Filing 12 Aug 2021 30 Jun 2021 028-16047
13F-HR Open Document Open Filing 11 May 2021 31 Mar 2021 028-16047
13F-HR Open Document Open Filing 09 Feb 2021 31 Dec 2020 028-16047
13F-HR Open Document Open Filing 10 Nov 2020 30 Sep 2020 028-16047
13F-HR Open Document Open Filing 12 Aug 2020 30 Jun 2020 028-16047
13F-HR Open Document Open Filing 11 May 2020 31 Mar 2020 028-16047
13F-HR Open Document Open Filing 12 Feb 2020 31 Dec 2019 028-16047
13F-HR Open Document Open Filing 08 Nov 2019 30 Sep 2019 028-16047
13F-HR Open Document Open Filing 12 Aug 2019 30 Jun 2019 028-16047
13F-HR Open Document Open Filing 14 May 2019 31 Mar 2019 028-16047
13F-HR Open Document Open Filing 11 Feb 2019 31 Dec 2018 028-16047
13F-HR Open Document Open Filing 14 Nov 2018 30 Sep 2018 028-16047
13F-HR Open Document Open Filing 07 Aug 2018 30 Jun 2018 028-16047
13F-HR Open Document Open Filing 10 May 2018 31 Mar 2018 028-16047
13F-HR Open Document Open Filing 12 Feb 2018 31 Dec 2017 028-16047
13F-HR Open Document Open Filing 07 Nov 2017 30 Sep 2017 028-16047
13F-HR Open Document Open Filing 14 Aug 2017 30 Jun 2017 028-16047
13F-HR Open Document Open Filing 12 May 2017 31 Mar 2017 028-16047
13F-HR Open Document Open Filing 02 Feb 2017 31 Dec 2016 028-16047
13F-HR Open Document Open Filing 03 Nov 2016 30 Sep 2016 028-16047
13F-HR Open Document Open Filing 10 Aug 2016 30 Jun 2016 028-16047
13F-HR Open Document Open Filing 13 May 2016 31 Mar 2016 028-16047
13F-HR Open Document Open Filing 11 Feb 2016 31 Dec 2015 028-16047
13F-HR Open Document Open Filing 13 Nov 2015 30 Sep 2015 028-16047
13F-HR Open Document Open Filing 12 Aug 2015 30 Jun 2015 028-16047
13F-HR/A Open Document Open Filing 15 May 2015 31 Mar 2015 028-16047
13F-HR Open Document Open Filing 15 May 2015 31 Mar 2015 028-16047
13F-HR Open Document Open Filing 11 Feb 2015 31 Dec 2014 028-16047
13F-HR Open Document Open Filing 03 Nov 2014 30 Sep 2014 028-16047
13F-HR Open Document Open Filing 12 Aug 2014 30 Jun 2014 028-16047
13F-HR Open Document Open Filing 12 May 2014 31 Mar 2014 028-16047
13F-HR Open Document Open Filing 14 Feb 2014 31 Dec 2013 028-16047